Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Participants 4.25% to 9.50%; maturing through 2029 in their Schedule of Assets, totaling $3.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CCC GROUP, INC. CCC GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | SAN ANTONIO TX | 738 | $29.7M | $773K |
| 2 | STEVENS AEROSPACE AND DEFENSE SYSTEMS, LLC STEVENS AEROSPACE AND DEFENSE SYSTEMS LLC 401(K) SAVINGS AND RETIREMENT PLAN | CONESTEE SC | 298 | $20.0M | $487K |
| 3 | CNHI, LLC CNHI, LLC 401(K) PLAN |
MONTGOMERY AL |
| 565 |
| $64.2M |
| $479K |
| 4 | CENTER FOR CREATIVE LEADERSHIP CENTER FOR CREATIVE LEADERSHIP RETIREMENT SAVINGS PLAN | GREENSBORO NC | 485 | $184.9M | $446K |
| 5 | POMPEIAN, INC. POMPEIAN, INC. CASH OR DEFERRED PROFIT SHARING PLAN | BALTIMORE MD | 191 | $11.6M | $223K |
| 6 | VOLPE AND KOENIG, P.C. VOLPE AND KOENIG, P.C. PROFIT SHARING AND 401(K) PLAN | PHILADELPHIA PA | 90 | $47.1M | $205K |
| 7 | CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES RETIREMENT PLAN | WASHINGTON DC | 311 | $81.9M | $197K |
| 8 | LABOR FIRST, LLC LABOR FIRST, LLC 401(K) PLAN | MT. LAUREL NJ | 207 | $8.2M | $180K |
| 9 | ROMAN HEALTH VENTURES, INC. ROMAN 401(K) PLAN | NEW YORK NY | 489 | $39.9M | $109K |
| 10 | G. F. MANAGEMENT, LLC G. F. MANAGEMENT, LLC 401K PLAN | PHILADELPHIA PA | 810 | $9.1M | $74K |
